ABOUT US
Led by seasoned M&A advisory and investment banking professionals with Big Four backgrounds, Calvert Capital Advisors is proud to offer the highest level client service and expert advice to shareholders contemplating a divestiture of their business interests.
Having successfully completed over 125 deals with a cumulative transaction value of $16+ billion within the last 10 years, our M&A experience encompasses a broad range of industries and scale, with enterprise values from $5 million to $2.8 billion and companies focused on manufacturing, distribution, SaaS, e-commerce, business services, infrastructure, and healthcare.
We are life-long, dedicated M&A advisors with a passion for ensuring business owners realize the most advantageous deal possible.
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OUR SERVICES
Sell-side M&A Advisory
We help connect business owners to investors and assist in articulating the true value of the Company in a way that financial investors truly understand.
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By bridging the gap between operators and financial investors, we unlock incremental value for business owners which may not otherwise be achieved.
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From planning the most strategic time to sell, to negotiating each word in a purchase agreement, we fiercely advocate on our clients' behalf to ensure they obtain the value they deserve.
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Financial Due Diligence
As both GAAP accounting and M&A subject mater experts, we assist buyers in their evaluation of a potential acquisition by performing a deep dive into the Target's historical financial results and removing any "noise" in the financial results that would other prevent a buyer from understanding the true run-rate earnings and future cash-flow potential of the Target.
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On the sell-side, we perform the same work that a buyer would hire us to perform when evaluating a potential acquisition. This allows us to identify potential value-impacting issues prior to speaking with investors and gives the seller time to formulate a plan to mitigate any such issues, which in turn maximizes sale value and minimizes the time required to close a deal.
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Learn more about the importance of financial due diligence in an M&A process.
E-mail: Jeff@calvertcapitaladvisors.com
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Jeff Stamm, Founder & Managing Director of Calvert Capital Advisors LLC is a licensed investment banking agent, offering securities through M&A Securities Group, Inc., an unaffiliated broker-dealer. Member FINRA/SIPC. 4151 N. Mulberry Drive, Suite 252 Kansas City, MO 64116.